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iShares Core Conservative Allocation ETF

163 hedge funds and large institutions have $326M invested in iShares Core Conservative Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+12
Holders Change %
+7.95%
% of All Funds
2.63%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
41
Increased
43
Reduced
65
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RG
126
Retirement Group
California
$67K +$67K +2,000 New
RIA
127
Realta Investment Advisors
Delaware
$59.8K -$739 -22 -1%
AAP
128
Arax Advisory Partners
Colorado
$56.8K +$1.75K +52 +3%
SPIA
129
Steward Partners Investment Advisory
New York
$55.9K -$627K -18,655 -92%
AF
130
Advisornet Financial
Minnesota
$51.9K +$15K +445 +41%
GRP
131
Global Retirement Partners
California
$51.8K +$437 +13 +0.9%
TF
132
TimeScale Financial
Massachusetts
$51.4K +$33 +1 +0.1%
JPMorgan Chase & Co
133
JPMorgan Chase & Co
New York
$44K -$1.35K -40 -3%
HNWAG
134
High Net Worth Advisory Group
Florida
$33.6K
RCM
135
Rain Capital Management
Oregon
$31.7K +$31.7K +945 New
CWC
136
Carolinas Wealth Consulting
North Carolina
$31.2K +$31.2K +929 New
GWM
137
Geneos Wealth Management
Colorado
$30.2K
HWMA
138
Heritage Wealth Management (Arizona)
Arizona
$29.6K +$14.8K +440 +100%
ASN
139
Advisory Services Network
Georgia
$24.7K +$24.7K +735 New
DAM
140
Delta Asset Management
Tennessee
$22K +$22K +655 New
IGWM
141
ICA Group Wealth Management
Colorado
$21.6K +$21.6K +615 New
CA
142
CoreCap Advisors
Michigan
$14.3K +$14.3K +424 New
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$11.5K -$1.34K -40 -10%
MIM
144
Macroview Investment Management
Maryland
$11.1K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$11K +$67 +2 +0.6%
CPG
146
Cornerstone Planning Group
New Jersey
$9.71K +$9.71K +278 New
SWA
147
SOA Wealth Advisors
New York
$9.08K
BA
148
Bellwether Advisors
Nebraska
$8.07K +$2.22K +66 +38%
GIA
149
Goodwin Investment Advisory
Georgia
$5.65K +$5.65K +168 New
FP
150
Financial Perspectives
Minnesota
$5.21K